See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,038 | $72,177-34.8% | $115,037-59.1% | $59,632-21.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.43% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $6,027 | $2,841+112.1% | $4,608+30.8% | $2,203+173.6% |
| Participant deferral / active EE | $4,568 | $4,783-4.5% | $6,026-24.2% | $3,192+43.1% |
| Admin fee / account holder | $3,013 | $4,927-38.9% | $8,175-63.1% | $4,297-29.9% |